iShares S&P Small-Cap 600 Growth ETF
194 hedge funds and large institutions have $1.39B invested in iShares S&P Small-Cap 600 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 10 closing their positions.
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
56% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $12.5M
45% more capital invested
Capital invested by funds: $958M → $1.39B (+$435M)
39% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 57
8% more funds holding
Funds holding: 180 → 194 (+14)
6.44% more ownership
Funds ownership: 97.57% → 104.01% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$90.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$60.7M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$41.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rafferty Asset Management
New York
|
-$10.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$7.46M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$2.64M |
| 4 |
Morgan Stanley
New York
|
-$2.45M |
| 5 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$1.95M |
IJT Hedge Fund Activity: Q3 2013 in Review
194 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q3 2013, worth a combined $1.39B — up 45% from $958M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IJT positions and 10 closed out — a net gain of 16 holders — while 79 added to existing stakes and 57 trimmed.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $90.6M. The largest seller was Rafferty Asset Management, exiting entirely with an estimated $10.9M sold.
- 194 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q3 2013, up from 180 in Q2 2013.
- Funds reported $1.39B of iShares S&P Small-Cap 600 Growth ETF stock for Q3 2013, up 45% quarter-over-quarter.
- 26 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q3 2013 and 10 closed out, a net change of +16 holders.
- The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q3 2013 was Stadion Money Management, an estimated $90.6M added.
- The largest iShares S&P Small-Cap 600 Growth ETF seller in Q3 2013 was Rafferty Asset Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2013.